Kathy Coffman

About Kathy Coffman

My passion is simple: bookkeeping, strategic planning and technology that allows small biz owners get back to what they love. I understand the challenges that come with owning your own business, and help small business owners with their bookkeeping, accounting, business planning and processes. I master a handful of cloud based business and accounting solutions, rather than just touch on many, and use them to virtually service my clients. I am an Advanced Certified QuickBooks ProAdvisor with a special interest in integrating QuickBooks Online, aka QBO, with the industry\'s best software solutions help business owners streamline and grow their businesses. With over 20 years experience in accounting and small business management, I focus on highly personalized bookkeeping and business planning solutions to meet each client’s needs, resulting in financial decisions based on accurate data. I serve clients in the funeral home, technology, marketing, property management, screen printing, retail, and veterinary industries. My clients are comfortable with technology and integrate daily business technology with QBO. I like to partner with CPAs who want to offer their clients bookkeeping and business planning in addition to tax preparation services. For more information about my business and what I do, check out my website at or send me an email at k••••@coffmanbiz.com.

Experience

1. Bookkeeper, Accountant, Strategic & Business Planner

   Town Planner

   Jan 1988 — Present · Amherst, OH, US

   I specialize in QBO bookkeeping, accounting and technology for Town Planner Calendar CLE, a division of Coffman Companies, Inc. The Town Planner is a family-friendly calendar mailed free to homes in Greater Cleveland. Serving Northeast Ohio since 1988, each edition features local photography, school and community event listings, important phone numbers and money-saving coupons.

Education

• Baldwin Wallace University

  BA, Accounting and Business Administration

  2000 — 2002

Skills

• Budgets
• Finance
• Business Intelligence
• Internal Controls
• Financial Reporting
• Payroll Taxes
• Quickbooks
• Strategic Financial Planning
• Management
• Gaap
• Corporate Tax
• Balance
• Consulting
• Start-Ups
• Sales Tax
• Accountants
• Business Process
• Small Business
• Accounts Payable
• Invoicing
• Tax Returns
• Customer Service
• Preparation
• Cpa
• Bookkeeping
• Accounts Receivable
• Tax Accounting
• Managerial Finance
• Cash Flow
• Financial Statements
• Account Reconciliation
• Marketing
• Auditing
• Income Tax
• Budgeting
• Data Entry
• Erp
• Integration
• Accounting
• Financial Accounting